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Program Description

Avoid Common Estate Administration Accounting and Distribution Errors

Estate administration can expose a paralegal to many different potential pitfalls. Are you prepared to handle each important step of this process to avoid costly and time-consuming mistakes? This insightful course will take a closer look at some of the top traps in estate administration, from improper handling of the estate assets to creditor claims, the final account and more. Avoid falling into these damaging estate administration traps - register today!

Review how to effectively prepare the inventory and assess estate assets to prevent costly errors.

Learn how to investigate and deal with creditor claims to avoid mismanagement.

Gain pointers on how to avoid common mistakes made while balancing the final account.

Discover how to deal with sticky issues such as loaned items, inadvertent distributions and beneficiary disputes.

Spot common ethical traps - and learn how to avoid them.

Who Should Attend

This intermediate level course will teach attendees how to effectively dodge pitfalls in estate administration accounting and distribution. Those who should attend include:

Accreditation Details:

This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

DE Certified Paralegal Program
- 6.00

including -
Ethics: 1.00

This course will qualify for 6.0 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

FL Registered Paralegal
- 6.00

including -
Ethics: 1.00

This course will qualify for 6.0 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program.

IN Paralegal CLE
- 6.00

including -
Ethics: 1.00

This course will qualify for 6.0 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements as a paralegal affiliate member of the Indiana State Bar Association.

MT CLE Credit for Paralegals
- 6.00

including -
Ethics: 1.00

Approved for 6.0 hours of CLE credit by the Montana Commission on Continuing Legal Education, including 1.0 hour of ethics.

NALA
- 6.00

including -
Ethics: 1.00

This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 6.0 hours, including 1.0 ethics, of continuing legal assistant education credit required to maintain the CLA (Certified Legal Assistant) credential.

NFPA
- 6.00

including -
Ethics: 1.00

This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education, including 1.0 hour of ethics.

NC Continuing Paralegal Education
- 6.00

including -
Ethics: 1.00

This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 6.0 hours, of which 1.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

OH Certified Paralegals
- 6.00

including -
Ethics: 1.00

This course will qualify for 6.0 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NM Paralegal Division, State Bar of NM
- 6.00

including -
Ethics: 1.00

Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general and 1.0 ethics (for a total of 6.0 hours CLE).

TX TBLS Paralegal Certification
- 6.00

including -
Estate Planning and Probate Law: 6.00

This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas: Estate Planning and Probate Law

WA Paralegal Association
- 6.00

Approved for 6.0 CLE credits by the Washington State Paralegal Association (WSPA).

SARAH J. BARNES is an attorney and trust officer with the Bank of Sun Prairie in Sun Prairie, Wisconsin, where she handles all types of trust and estate administration matters. She previously was in private practice, where she practiced in the areas of estate planning, probate, elder law, and frequently served as a court-appointed guardian ad litem in guardianship matters. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships include the State Bar of Wisconsin, Dane and Sauk County bar associations, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes is admitted to practice in Wisconsin.

LOUIS A. SILVERMAN has been practicing law in Arizona since 1981. From 1981 through 2005, Mr. Silverman’s practice included many aspects of litigation, including family law, civil litigation, and personal injury and wrongful death. In addition, he included estate planning and estate administration. Mr. Silverman has narrowed his practice focus to estate planning, estate administration, and probate law. He accomplished this transition through affiliations with professional estate planning associations, ongoing continuing education, and accepting only estate planning and estate administration matters. In 2015, Mr. Silverman became board certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices, and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is on the Board of Trustees of Southwest College of Naturopathic Medicine and past president of the Board of Directors of Tempe Leadership. He is a frequent speaker on National Business Institute’s educational panels and also lectures to local groups on estate planning issues. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas, the U.S. District Court for Arizona, and the Western District of Texas.